Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,746 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
13F holders, Q3 2023
Institutional positions in Morgan Stanley as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,670
- +5 vs. Q2 2023
- Shares held
- 1.38B
- −8.15M (−0.6%) vs. Q2 2023
- Total value
- $112.7B
- −$5.81B (−4.9%) vs. Q2 2023
- New holders
- 121
- 672 more added
- Sold out
- 116
- 627 more reduced
23 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $146.9B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $143.7B |
| Q1 2021 | 1,516 | $123.7B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NCM Capital Management, LLC | 10,495 | $857.1K | 0.61% | −116−1.1% | Reduced |
| Triangle Securities Wealth Management | 10,486 | $856.4K | 0.30% | −217−2.0% | Reduced |
| Brighton Jones LLC | 10,466 | $854.8K | 0.04% | +1,275+13.9% | Added |
| Central Bank & Trust Co | 10,443 | $852.9K | 0.15% | −983−8.6% | Reduced |
| Asset Dedication, LLC | 10,491 | $851.0K | 0.07% | −138−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 10,419 | $850.9K | 0.02% | +12+0.1% | Added |
| Calamos Wealth Management LLC | 10,400 | $849.4K | 0.06% | +290+2.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 10,365 | $846.5K | 0.06% | −8,467−45.0% | Reduced |
| Mark Asset Management LP | 10,328 | $843.0K | 0.16% | −118,901−92.0% | Reduced |
| Red Cedar Investment Management, LLC | 10,290 | $840.4K | 0.13% | +89+0.9% | Added |
| Golden State Equity Partners | 10,233 | $835.7K | 0.23% | −3,723−26.7% | Reduced |
| Castle Wealth Management LLC | 10,178 | $831.2K | 0.59% | +3,832+60.4% | Added |
| Silvercrest Asset Management Group LLC | 10,159 | $829.7K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 10,147 | $828.7K | 0.24% | +741+7.9% | Added |
| Hamilton Capital, LLC | 10,107 | $825.5K | 0.06% | +386+4.0% | Added |
| First Foundation Advisors | 10,095 | $824.4K | 0.04% | +1,300+14.8% | Added |
| Perpetual Ltd | 10,087 | $823.8K | 0.01% | −2,164−17.7% | Reduced |
| Stratos Wealth Advisors, LLC | 10,045 | $820.4K | 0.05% | +10,045 | New |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $816.7K | 0.01% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 9,930 | $811.0K | 0.63% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 9,925 | $810.6K | 0.11% | −1,684−14.5% | Reduced |
| Charles Carroll Financial Partners, LLC | 9,853 | $804.7K | 1.00% | +325+3.4% | Added |
| Northeast Financial Consultants Inc | 9,840 | $803.6K | 0.05% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 9,818 | $801.8K | 0.18% | −234−2.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,798 | $800.2K | 0.42% | +7+0.1% | Added |
| Proficio Capital Partners LLC | 9,780 | $798.7K | 0.11% | +223+2.3% | Added |
| Buckley Wealth Management, LLC | 9,737 | $795.2K | 0.30% | −2,208−18.5% | Reduced |
| Choate Investment Advisors | 9,668 | $789.6K | 0.03% | +1,923+24.8% | Added |
| Hartford Funds Management Co LLC | 9,634 | $786.8K | 0.08% | +669+7.5% | Added |
| First Horizon Advisors, Inc. | 9,614 | $785.2K | 0.03% | −522−5.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,552 | $780.1K | 0.08% | −9,720−50.4% | Reduced |
| Resurgent Financial Advisors LLC | 9,542 | $779.3K | 0.53% | +353+3.8% | Added |
| DF Dent & Co Inc | 9,493 | $775.3K | 0.01% | +782+9.0% | Added |
| Parcion Private Wealth LLC | 9,468 | $773.3K | 0.08% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 9,439 | $770.9K | 0.13% | +362+4.0% | Added |
| Mount Yale Investment Advisors, LLC | 9,409 | $768.4K | 0.08% | +9,409 | New |
| Davenport & Co LLC | 9,409 | $768.4K | 0.01% | −2,726−22.5% | Reduced |
| W Advisors, LLC | 9,267 | $756.8K | 0.62% | +20+0.2% | Added |
| First Citizens Financial Corp | 9,208 | $752.0K | 0.53% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 9,180 | $749.8K | 0.22% | +445+5.1% | Added |
| Pennsylvania Capital Management Inc | 9,129 | $745.6K | 0.31% | +17+0.2% | Added |
| Symmetry Investments LP | 9,060 | $739.9K | 0.21% | +9,060 | New |
| Radnor Capital Management, LLC | 9,020 | $737.0K | 0.15% | +9,020 | New |
| Magnus Financial Group LLC | 9,007 | $735.6K | 0.11% | −1,063−10.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,963 | $732.0K | 0.12% | −33−0.4% | Reduced |
| Twin Capital Management Inc | 8,947 | $730.7K | 0.10% | −460−4.9% | Reduced |
| Great Valley Advisor Group, Inc. | 8,915 | $728.4K | 0.03% | +94+1.1% | Added |
| Diametric Capital, LP | 8,884 | $725.6K | 0.30% | +8,884 | New |
| Sage Rhino Capital LLC | 8,870 | $724.4K | 0.20% | −38−0.4% | Reduced |
| Childress Capital Advisors, LLC | 8,863 | $723.8K | 0.24% | +8,863 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $720.0K | 0.08% | −231−2.6% | Reduced |
| Northwest & Ethical Investments L.P. | 8,770 | $716.2K | 0.02% | −972−10.0% | Reduced |
| Portside Wealth Group, LLC | 8,755 | $715.0K | 0.13% | +13+0.1% | Added |
| Lokken Investment Group LLC | 8,737 | $713.6K | 0.47% | −503−5.4% | Reduced |
| E&G Advisors, LP | 8,709 | $713.5K | 0.26% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 8,735 | $713.4K | 0.10% | +407+4.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,706 | $711.0K | 0.09% | +740+9.3% | Added |
| IHT Wealth Management, LLC | 8,676 | $708.5K | 0.04% | +257+3.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,650 | $706.4K | 0.41% | +300+3.6% | Added |
| Csenge Advisory Group | 8,639 | $705.6K | 0.05% | +487+6.0% | Added |
| Good Life Advisors, LLC | 8,604 | $702.7K | 0.08% | +191+2.3% | Added |
| Sompo Asset Management Co., Ltd. | 8,600 | $702.4K | 0.15% | +2,100+32.3% | Added |
| New Vernon Investment Management LLC | 8,550 | $698.3K | 1.07% | 00.0% | Unchanged |
| First National Advisers, LLC | 8,538 | $697.0K | 0.31% | +3,557+71.4% | Added |
| Western Financial Corp | 8,494 | $693.7K | 0.51% | +8,494 | New |
| Charles Schwab Trust Co | 8,425 | $688.1K | 0.08% | +8,425 | New |
| Corsair Capital Management, L.P. | 8,416 | $687.3K | 0.24% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 8,379 | $684.3K | 0.48% | +117+1.4% | Added |
| NorthRock Partners, LLC | 8,369 | $683.5K | 0.07% | +2,631+45.9% | Added |
| Qtron Investments LLC | 8,355 | $682.4K | 0.13% | 00.0% | Unchanged |
| Busey Wealth Management | 8,311 | $678.8K | 0.03% | +102+1.2% | Added |
| Amica Retiree Medical Trust | 8,299 | $678.0K | 0.80% | −1,278−13.3% | Reduced |
| MidWestOne Financial Group, Inc. | 8,283 | $676.5K | 0.15% | +4,669+129.2% | Added |
| Cookson Peirce & Co Inc | 8,263 | $675.0K | 0.04% | +517+6.7% | Added |
| Park Edge Advisors, LLC | 8,260 | $674.6K | 0.24% | +163+2.0% | Added |
| Bull Street Advisors, LLC | 8,229 | $672.0K | 0.36% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 8,115 | $662.8K | 0.17% | −3,231−28.5% | Reduced |
| CX Institutional | 8,085 | $660.3K | 0.04% | −45,396−84.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,064 | $658.6K | 0.03% | +1,923+31.3% | Added |
| Concord Wealth Partners | 8,057 | $658.0K | 0.14% | +1,662+26.0% | Added |
| Cim Investment Mangement Inc | 8,045 | $657.0K | 0.24% | −184−2.2% | Reduced |
| Blueshift Asset Management, LLC | 8,003 | $653.6K | 0.39% | −1,794−18.3% | Reduced |
| Parkside Investments, LLC | 8,000 | $653.4K | 0.12% | +1,000+14.3% | Added |
| Ramirez Asset Management, Inc. | 7,979 | $651.6K | 0.14% | +7,979 | New |
| Moors & Cabot, Inc. | 7,969 | $650.8K | 0.04% | −2,361−22.9% | Reduced |
| Brookstone Capital Management | 8,919 | $650.4K | 0.01% | −4,403−33.1% | Reduced |
| Neville Rodie & Shaw Inc | 7,926 | $648.0K | 0.06% | −4,200−34.6% | Reduced |
| Private Trust Co NA | 7,898 | $645.0K | 0.09% | −431−5.2% | Reduced |
| McDonald Partners LLC | 7,876 | $643.2K | 0.21% | −1,819−18.8% | Reduced |
| 1832 Asset Management L.P. | 7,855 | $641.5K | 0.00% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 7,828 | $639.3K | 0.00% | +1,251+19.0% | Added |
| Berkshire Bank | 7,800 | $637.0K | 0.18% | +133+1.7% | Added |
| FDx Advisors, Inc. | 7,804 | $637.0K | 0.05% | −8,850−53.1% | Reduced |
| Global Retirement Partners, LLC | 8,007 | $633.2K | 0.03% | −366−4.4% | Reduced |
| Meridian Investment Counsel Inc. | 7,735 | $631.7K | 0.24% | −78−1.0% | Reduced |
| North Star Investment Management Corp. | 7,708 | $629.5K | 0.05% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 7,682 | $627.4K | 0.40% | −240−3.0% | Reduced |
| ISAM Funds (UK) Ltd | 7,642 | $624.1K | 0.40% | +7,642 | New |
| Independent Investors Inc | 7,616 | $622.0K | 0.16% | 00.0% | Unchanged |
| David Loasby | 7,852 | $621.0K | 0.07% | +277+3.7% | Added |